Coign Capital Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Coign Capital Advisors’s Portfolio IVE Stock Details IVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.53M	Buy	15,549 +894	+6%	+$200K	1.59%	19
2026 Q1	$3.09M	Buy	14,655 +630	+4%	+$136K	1.63%	16
2025 Q4	$2.97M	Buy	14,025 +322	+2%	+$67.5K	1.56%	17
2025 Q3	$2.83M	Buy	13,703 +180	+1%	+$36.2K	1.56%	17
2025 Q2	$2.64M	Buy	13,523 +1,223	+10%	+$228K	1.79%	14
2025 Q1	$2.34M	Buy	12,300 +973	+9%	+$188K	1.8%	13
2024 Q4	$2.16M	Buy	+11,327	New	+$2.25M	1.99%	12

Other funds holding IVE

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

CWM

Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HFBOT

Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return

Coign Capital Advisors's IVE Position: Q2 2026 in Review

Coign Capital Advisors increased its iShares S&P 500 Value ETF (IVE) stake by 6.1% in Q2 2026, buying an estimated $200K and bringing the position to 15,549 shares worth $3.53M. The position accounts for 1.59% of the portfolio, ranked #19.

Coign Capital Advisors first reported a position in IVE in Q4 2024 and has held it in 7 quarters since. 911 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Coign Capital Advisors held 15,549 shares of iShares S&P 500 Value ETF worth $3.53M as of Q2 2026.
Coign Capital Advisors bought 894 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $200K.
iShares S&P 500 Value ETF made up 1.59% of Coign Capital Advisors's portfolio in Q2 2026, its #19 holding.
Coign Capital Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2024 and has held it in 7 quarters since.
911 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Coign Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.